ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 174 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $137,000 | 0.0% | 5,470 | 0.0% | 0.07% | +7.9% |
Q2 2022 | $137,000 | -71.6% | 5,470 | -71.6% | 0.06% | -64.8% |
Q1 2022 | $483,000 | -12.7% | 19,272 | -12.4% | 0.18% | -7.3% |
Q4 2021 | $553,000 | -2.6% | 22,001 | -1.8% | 0.19% | -5.9% |
Q3 2021 | $568,000 | -11.1% | 22,415 | -10.9% | 0.20% | -12.0% |
Q2 2021 | $639,000 | -90.5% | 25,159 | -90.5% | 0.23% | -90.9% |
Q1 2021 | $6,748,000 | -5.8% | 265,062 | -5.4% | 2.57% | -6.0% |
Q4 2020 | $7,163,000 | +6.8% | 280,119 | +7.0% | 2.74% | -1.5% |
Q3 2020 | $6,710,000 | -1.6% | 261,798 | -1.4% | 2.78% | -5.4% |
Q2 2020 | $6,818,000 | +6.6% | 265,510 | +2.9% | 2.94% | -16.9% |
Q1 2020 | $6,394,000 | -4.5% | 257,925 | -2.6% | 3.54% | +26.4% |
Q4 2019 | $6,694,000 | +1.7% | 264,705 | +1.8% | 2.80% | -1.9% |
Q3 2019 | $6,582,000 | -1.1% | 259,939 | -1.4% | 2.85% | -2.1% |
Q2 2019 | $6,653,000 | -0.8% | 263,695 | -2.1% | 2.92% | +2.7% |
Q1 2019 | $6,710,000 | +4.1% | 269,363 | +1.0% | 2.84% | -8.3% |
Q4 2018 | $6,446,000 | +1.5% | 266,694 | +2.2% | 3.10% | +21.0% |
Q3 2018 | $6,351,000 | -3.3% | 261,040 | -3.3% | 2.56% | -3.8% |
Q2 2018 | $6,568,000 | +915.1% | 269,857 | +922.7% | 2.66% | +863.0% |
Q1 2018 | $647,000 | – | 26,386 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Paradigm, Strategies in Wealth Management, LLC | 517,487 | $13,010,000 | 13.18% |
Aptus Capital Advisors, LLC | 5,715,149 | $143,679,000 | 4.31% |
Tillar-Wenstrup Advisors, LLC | 285,258 | $7,171,000 | 3.38% |
NovaPoint Capital, LLC | 343,299 | $8,631,000 | 3.09% |
Madden Advisory Services, Inc. | 178,958 | $4,499,000 | 2.95% |
Cribstone Capital Management, LLC | 202,623 | $5,094,000 | 2.83% |
BerganKDV Wealth Management, LLC | 1,057,795 | $26,593,000 | 2.78% |
PFG Private Wealth Management, LLC | 200,215 | $5,033,000 | 2.60% |
RVW Wealth, LLC | 828,291 | $20,823,000 | 2.33% |
SONATA CAPITAL GROUP INC | 214,241 | $5,386,000 | 2.26% |